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Here are some important facts you need to know about them switching from one AARP Medicare Supplement plan to another AARP Medicare Supplement plan with an effective date of July 1, 2017 and later.

Current members with plan effective dates between June 1, 2010 and June 1, 2017

Members in this range looking to change from say a Plan F to Plan G, will ignore the rates laid out in the enrollment kit. To get your member an accurate rate, you will need to refer to the plan change rate charts, which you can find here. Also, for these members their current 10-year enrollment discount structure will be applied to their new plan.

Current members with plan effective dates before June 1, 2010

Members with plans effective before this date looking to change from say a Plan F to Plan G will require a new application to be submitted. You will treat these just like a new sale, meaning underwriting and rating rules will apply.

New members looking to get a plan with an effective date of July 1, 2017 or later

You will use the new July 1, 2017 enrollment kit and rate pages. Again, underwriting rules will apply and obviously, a new application must be submitted. Once accepted, these new members will receive the new Enrollment Discount.

As always, if you have any questions, please feel free to call us at (800)723-5228.

Most companies have bonus programs to help you earn extra cash. Before you start planning your next trip to the Caribbean with all of this newly acquired money, make sure you check out the details of each program.

THE FINE PRINT <—That’s what I am talking about. You need to pay attention to get paid. Make sure you are reading the fine print for each of these programs because you will notice that they differ from carrier to carrier. Policies will only count towards bonus qualification if they meet the requirements, such as the effective date of the policy, whether the policy is underwritten, or which plan it was. You must make sure you are reading the details.
KEEP TRACK OF YOUR APPS! I cannot say this enough. You may have to submit a form to collect your extra bonus, and you will be out of luck if you were not keeping track. Even if you racked up thousands of dollars, it is your job to keep track of the apps you are submitting, so make sure you are doing so.

With AEP right around the corner we think it would be a great time for you to familiarize yourself with the companies that you are appointed with. By doing so, you have all the knowledge you need to give potential clients.

Need some help finding your carrier website? Type the carrier name in the search bar of your preferred internet search engine and the carrier you are looking for should pop up on the top of your search.

With that being said, we have another great reference for you to use:

That’s right. Agent Pit Stop. Did you know that on our webpage you can:
Click on the CLIENTS tab to see all your clients, plus you can see all upcoming birthdays. Making it easy for you to give them a phone call, send a card, or let them know of plans that may be more suitable to their health needs.

Under the CONTRACTS tab you can see which documents we have on file and when they are expiring, plus you can request contracting information for carriers you may not be appointed with.

The RATES tab has a search engine for you to use to better prepare you for your appointments. It helps your clients know the most updated rates that are available.

The BILLING tab will show any balances you have with Van Berg.

The COMMISSION STATEMENTS tab will show you exactly that. What date you were paid, the company/companies, and a file to download of the statement for that date.

The SECURE EMAIL tab is for those who would like to sign up or log in to their secure email page.

Last, but not least, the BLOG tab. Keep up to date with information about carriers, helpful tips, changes in insurance, and other information that may be pertain to the business.

As always, if you cannot find what you are looking for here and still need additional help, we have several people in the office to help point you in the right direction. Please do not hesitate to call us at (800) 723-5228.